Pursue Wealth Partners’s Novartis NVS Stock Holding History

Pursue Wealth Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$512K	Hold	3,352	–	–	0.31%	57
2025 Q4	$462K	Hold	3,352	–	–	0.22%	65
2025 Q3	$430K	Hold	3,352	–	–	0.24%	71
2025 Q2	$406K	Hold	3,352	–	–	0.23%	71
2025 Q1	$374K	Hold	3,352	–	–	0.23%	72
2024 Q4	$326K	Hold	3,352	–	–	0.19%	76
2024 Q3	$386K	Hold	3,352	–	–	0.21%	67
2024 Q2	$357K	Buy	3,352 +300	+10%	+$30.1K	0.19%	66
2024 Q1	$295K	Hold	3,052	–	–	0.17%	76
2023 Q4	$308K	Hold	3,052	–	–	0.2%	70
2023 Q3	$311K	Hold	3,052	–	–	0.22%	72
2023 Q2	$308K	Hold	3,052	–	–	0.19%	79
2023 Q1	$281K	Hold	3,052	–	–	0.19%	86
2022 Q4	$277K	Hold	3,052	–	–	0.21%	84
2022 Q3	$232K	Hold	3,052	–	–	0.17%	93
2022 Q2	$258K	Hold	3,052	–	–	0.16%	95
2022 Q1	$279K	Hold	3,052	–	–	0.12%	113
2021 Q4	$267K	Buy	+3,052	New	+$253K	0.1%	123

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pursue Wealth Partners's NVS Position: Q1 2026 in Review

Pursue Wealth Partners held its Novartis (NVS) position steady in Q1 2026 at 3,352 shares worth $512K. The position accounts for 0.31% of the portfolio, ranked #57.

Pursue Wealth Partners first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Pursue Wealth Partners held 3,352 shares of Novartis worth $512K as of Q1 2026.
Pursue Wealth Partners left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.31% of Pursue Wealth Partners's portfolio in Q1 2026, its #57 holding.
Pursue Wealth Partners first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.